Sign up

Partner with The Epic Retirement Institute to bring branded programs to life.

At the Epic Retirement Institute, we provide and deliver tailored solutions for the unique needs of companies, funds, and organisations. Whether you want to use our existing courses or collaborate on customised programs, we’ve got you covered.

Contact us to learn more

Partner with The Epic Retirement Institute.

At the Epic Retirement Institute, we provide and deliver tailored solutions for the unique needs of companies, funds, and organisations. Whether you want to use our existing courses or collaborate on customised programs, we’ve got you covered.

Contact us to learn more

Proven engagement

Feedback from participants has been overwhelmingly positive. Our education framework, built on six pillars of an Epic Retirement, has consistently delivered high engagement across various formats.

Ready-to-go solutions 

Our 14/16-module program, book, and workbook are fully developed and refined. Our lunch-and-learns and keynotes are also ready, and our team can rapidly customise content and create marketing materials.

Independent and collaborative

Our independent approach enhances the education process and seamlessly integrates with your superannuation products, partners, user journeys and more, adding value rather than competing.

Our team and your team - working together

We work with your team to create impactful, goal-oriented pre-retirement education that resonates with your audience. Our team handles everything from design and delivery to operation, ensuring seamless execution and we collaborate on the marketing, rollout and customer success. 

Additionally, you can offer Bec’s powerful keynotes, lunch and learn sessions, live Q&As and event hosting, bringing her expertise to inspire and engage your staff, members or customers, tailored specifically to your organisation’s goals.

No matter the approach, we’re here to help you deliver effective, scalable pre-retirement education that empowers people to shape their epic retirement.

We offer a compelling value proposition for employers and industry organisations to address retirement with confidence. Our widely-respected, scalable, online-delivered program helps your members and staff navigate modern retirement using a proven framework that’s been embraced across the sector.

Why should employers and super funds offer pre-retirement education? 

Providing pre-retirement education is more than just a value-added benefit—it’s a strategic investment in your people and organisation. Pre-retirement education can be offered to staff without the stigma of needing to retire – from their early 50s. It offers some great benefits. 

1. It boosts employee confidence and engagement

2. It supports smoother transitions

3. It reduces workplace stress

4. It demonstrates organisational care

5. It aligns with social responsibility goals

Investing in pre-retirement education isn’t just good for your people—it’s good for your business. It builds loyalty, confidence, and clarity, ensuring a win-win for everyone involved.

 

Contact us to find out more

Speak to our team to learn more about our retirement education capability - and explore how we can help you help your staff, members and customers.Â